Powerline For Financial Planning Case Study: College Funding Arch Subscriber: Ruben Ruiz, Money Concepts Financial Planning Center, San Marcos, TX Ruben has been a Powerline subscriber since 1997. Objective: To generate response from print ads and direct mail to fill a free seminar on the value of savings plans for college funding.

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Strategic Overview: Ruben's company was offering free "college funding" seminars as a strategy to meet and educate attendees to college savings plans available to them with the goal being that they ultimately invest in one of Money Concepts offerings. The challenges were that while the response from the print ads was adequate, the prospective clients required significantly more information before they were ready to sign up for the seminar. Since most of the information was redundant, it was time consuming for Money Concepts. An additional challenge was that actual attendance was only about 50% of the registered attendance.

Action: Money Concepts installed a Powerline™ system initially to provide automatic information to the seminar prospects. What Money Concepts discovered was that by offering their seminar information on a "pressure free" hotline that their ad response increased over 400% while saving time due to the prospect receiving the seminar details automatically and in real time.

Money Concepts still had the challenge that actual attendance was only about 50% of the registered attendance. Through question and answer sessions at the seminars, Money Concepts concluded that many prospects simply forgot about the seminars date. Money Concepts employed the Arch services of automatic mail follow up and voice messaging to the remind people the dates of the seminar. This increased their actual attendance over 65%.

"I introduced Arch to every Money Concepts financial planner I knew. It's the best thing I've ever done for my seminars."
-Ruben Ruiz, Money Concepts